Segment your Strategy

Load giving history into a profile tab in Encompass and role-base the tab to Admins only. Date of last gift, amount of last gift, ask amount, etc. can be used to better personalize and segment asks and/or other communication. You can, for example, quickly query and send an email to anyone who has never given. Or, query and send a message to past donors who have not given for at least a year. Or, as you can see in this example, Transylvania University is using this information to send a targeted email to donors in the past year about matching gifts.